What Is Our Second Opinion Service?
H Capital’s Second Opinion service will provide you with a fresh pair of eyes, so to speak, and an independent assessment of your portfolio and manager/adviser.
Importantly, our report will also compare the performance of your portfolio versus a comparable peer group, selected from over 150,000 private client portfolios, to ascertain how your portfolio is performing.
Whether you are an investor with a modest portfolio or an ultra-high net worth individual, being able to compare the performance of your investments versus those achieved by others with similar mandates is useful.
Testimonials
"David Bojan has handled our Hong Kong Retirement Plan for the past 20 years with care and competence, resulting in excellent returns over the years and a growing income.
Following a bout of ill-health several years ago, I was able to relax knowing that David was overseeing and adapting our portfolio, which has weathered well the financial disruption in recent times."
Terrence Duggan, Retired Cathay Pacific Pilot
"With David's input and guidance, my portfolio has grown considerably over the past 10 years despite a very tumultuous few years of economic recession, trade wars and a worldwide pandemic."
Cornel Marais,
Secondary School Curriculum & MYP Coordinator at Beijing City International School
"David Bojan has massively improved the return on my CX Pfund – roughly doubled the value of the contributions so far.
I am regularly informed on how things are progressing and given clear, timely advice when I need to make decisions.
I trust David and his team at H Capital and would gladly recommend you do the same."
Wesley Jones, Cathay Pacific Airbus Captain
Review Process
Compare your portfolio performance against more than 150,000 selected private client portfolios
After we have compared the performance of your portfolio against a comparable peer group, the outcome will be one of three below:
Average: This is good news and means your return from your investments is in line with those in the comparison peer group.
Ahead: This is the best outcome and means the return from your investments is ahead of most of your peers. You should be pleased!
Below: The return from your investments is below most of your peers. The reasons for the underperformance should be investigated.